WESTLAKE VILLAGE, CACRD 296866Latest ADV April 23, 2026
Village Wealth Advisors is an SEC registered investment adviser organized as a corporation with a primary office location in Westlake Village, CA. Its latest Form ADV filing, dated April 23, 2026, reports $258M in regulatory assets under management, 3 employees, and 517 accounts.
Assets Under Management
$258M
Employees
3
Offices
--
Total Clients
240
Primary office
WESTLAKE VILLAGE, CA
2945 TOWNSGATE ROAD, SUITE 120, WESTLAKE VILLAGE, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 58.8% of total clients.
Top client categories% of clientsClients
1
Individuals
58.8%
141
2
HNWI
41.3%
99
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$258Mas of April 23, 2026
Discretionary100.0%
$258M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$258M
Total Accounts517
10Y AUM Change+$148M (+135.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee80:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.